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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,379 | $91,198-54.6% | $178,503-76.8% | $79,856-48.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.98% | 24.20%-13.2pp | 151.12%-140.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,364 | $3,257-58.1% | $5,011-72.8% | $2,471-44.8% |
| Participant deferral / active EE | $4,087 | $3,237+26.3% | $5,202-21.4% | $3,741+9.3% |
| Admin fee / account holder | $1,407 | $6,748-79.1% | $13,987-89.9% | $5,306-73.5% |